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Mutual Funds

Offer Document

This prospectus provides information about the fund's objectives, investment strategies, risks involved, and the fees and expenses associated with the investment.

Mutual funds are a popular investment option for individuals seeking to diversify their portfolio. As a finance expert, I would like to introduce you to an integral part of mutual fund investing - the Offer Document or Prospectus. This comprehensive document outlines the objectives, strategies, risks, and costs associated with a specific mutual fund scheme. It is essential to carefully review this document before making any investment decisions. Let's take a closer look at what it entails.

Beta

Beta is a fundamental concept in finance that allows us to assess the risk associated with a particular mutual fund. It is derived by dividing the covariance of the fund by ...

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Expense Ratio

Mutual funds scheme involves various charges, collectively known as Expense Ratio. These include management fees, advertising costs, allocation fees, and commission, among o...

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Switching

Switching refers to the process of transferring funds from one investment scheme to another within the same Asset Management Company (AMC). This allows investors to realloca...

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Sharpe Ratio

The Sharpe Ratio, also known as the Sharpe Index or Modified Sharpe Ratio, is a valuable tool for evaluating the performance of an investment. This metric takes into account...

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